ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $229,991 | -4.6% | 1,495 | 0.0% | 0.24% | +1.7% |
Q2 2023 | $240,979 | +6.2% | 1,495 | 0.0% | 0.24% | -5.5% |
Q1 2023 | $226,881 | +4.6% | 1,495 | 0.0% | 0.26% | -14.1% |
Q4 2022 | $216,880 | +5.8% | 1,495 | 0.0% | 0.30% | +1.7% |
Q2 2022 | $205,000 | -11.6% | 1,495 | 0.0% | 0.29% | +16.3% |
Q1 2022 | $232,000 | -0.9% | 1,495 | 0.0% | 0.25% | +24.9% |
Q4 2021 | $234,000 | – | 1,495 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |